There are 4 possible roles on TravelPerk: Traveler, Admin, Analyst, and Guest.
What can travelers do?
- Travelers can search and book trips on TravelPerk in line with any company travel policy
- Travelers can book trips for themselves or others in the company
- Travelers cannot see other people's trips or change company settings.
This role is meant for those who will mainly be booking and managing trips for themselves.
Find out more: Have a look at our guide Getting started for Travelers.
What can admins do?
Admins have full access to your company account on TravelPerk. In addition to the traveler permissions, admins can also:
- Manage company settings, including setting travel policies, approval processes, and payment options
- Invite new people to join the company account
- See all trips made by anyone in the company
- View and download invoices
- Use the reporting page to track spending
This role is meant for those who will be overseeing and managing travel policies, expenses, and bookings.
Find out more: Have a look at our guide Getting started for Admins.
What can analysts do?
Analysts have full access to your company reporting and invoices on TravelPerk. In addition to the traveler permissions, analysts can also:
- See and download reports from the reporting page
- See and download invoices from the invoices page
What can guests do?
Guests are travelers who can't see or manage any company-sensitive information. As travelers, they can book their own trips. It is mandatory for these users to have an approval process where all trips need approvals since the approver will be able to amend any trip-related information if required.
- Guests can search and book trips on TravelPerk in line with any company travel policy
- Guests can book trips for themselves but not others in the company
- Guests cannot see other people's trips or change company settings
Find out more: Have a look at our guide Inviting guests to TravelPerk.